Phone consultation

> RECORD CALL

"Thanks so much for taking the time to get on a call with me and filling out the form. I'm really excited to learn more about your project!"

To start, let me give a short introduction to myself. I moved out to the Bay Area in 2010 to get my MBA at Berkeley, and since 2012 I've lived in San Francisco. A few years ago I quit a 10 year career in tech to return to my passion in design and start my own interior design firm. I do have a degree in architecture but I just never pursued it before!

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Name
Where are you in the process? Why now? What isn't working for you? How do you currently feel in the space? Reply at end that we want to solve their problem, we're excited about their project and learning more.
How fixed is the deadline? Why so fast?
Summarize scope, pain points, desires. Share that we can solve their problems and why they should work with us: "Our goal as a firm is to take away all the stress that can occur during the project and also minimize the countless decisions that need to be made through. We make the process easy and hopefully fun for you. You don't have to worry about budget, schedule, or functionality because all of these considerations are taken into account by us during the design process. And of course, you'll have an amazing space at the end. Instead of hourly fees, we do flat fee proposals divided into two parts: design and project management, so you know exactly what you'll be paying for the given scope. Finally, we share our trade discounts which means your savings will typically cover most of the project management costs."
If the budget is too low, express that it could be a problem. Ask what they are planning to do if the investment needs to be higher. Ask if there’s a smaller piece of scope that would make sense to start on if budget is too low. Provide ballpark high estimate. "People generally object to cost for a number of reasons: unfamiliar with how much interior design costs, are okay with doing it themselves and it’s not a big pain point for them, the level of service they want doesn’t match their budget. Would you say any of these apply to you?"
Do you have any additional questions you'd like to ask me? Next steps would be to proceed with an on-site consultation to kick off the project or only do a consultation to get advice. Let me give you a quick overview of the on-site consultation: - It's 90 min on-site and in-person. - We can accomplish anything you like during this time including furniture layouts for uncomplicated rooms, paint color selections, window treatment or lighting guidance, style guidance, etc. - The fee is $400 for 90 minutes and for an ongoing project, the fees are calculated at a lower rate. - Travel time is included for site visits within 15 miles from the office. For any sites farther than 15 mi from the office, we add $75/hr for travel time. - Here's a couple examples of when I've helped clients save money, time, and stress during the consultation: 1) A client was originally thinking of gutting an entire kitchen, but after seeing the cabinets in person, I suggested that we paint the cabinets and replace the countertops instead to save thousands of dollars. The kitchen could be made more functional simply by replacing the island. 2) A client wanted to remodel the master bathroom but the layout they had in mind did not optimize the limited space. I was able to offer a couple bathroom layout suggestions that they hadn't thought of and liked better! If the consultation is to kick-off a project: At the end, we will also walkthrough the Form + Field contract and share with you how we work. Any questions about the on-site consultation? Any hesitation? Why? If proceeding with an on-site consultation ask: Do you have anything in mind that you would like to accomplish in the consultation? What can I do that would be most helpful?